AGENDA MEMORANDUM

 

 

Meeting Date:           June 28, 2010

 

From:                          Jay M. Evans, City Manager   

                       

Subject:                      Amended Budget Calendar for Fiscal Year 2010-11  

 

 

Staff Recommendation:

Staff recommends City Commission approval of the amended budget calendar for fiscal year 2010-11, which includes dates for the commission workshop meetings.

 

Analysis:

On February 8, 2010 the City Commission approved the budget calendar for fiscal year 2010-11.  Similar to last year, we are finding that a small shift in the calendar will work better with Commissioner’s schedules and with budget preparation:

 

June -               June 29th - draft budget is presented to City Manager for review

 

July-                 July 6th - draft budget is presented to City Commission for review

July 13th, 15th  budget/capital improvement plan workshops cancelled

            July 22nd, added budget/capital improvement plan workshop

 

In addition, the budget/capital improvement plan workshop schedule has been provided for your review.  Please remember last year’s schedule was amended as necessary as we worked through the proposed budget document.  We will again create a list of items as we go through the workshops that individual commissioners would like submitted for a final “up or down” vote at the last workshop.

 

Options:

1.  Approve the amended budget calendar, as presented, or

2.  Approve the calendar as modified by the commission

 

 

Fiscal Impact

None

 

 

 

 

Submission Date and Time:    6/25/2010 4:28 PM____

 

Department: _____Finance____________

Prepared by:  ____Brandy McDaniel___                     

Attachments:         Yes____   No ______

Advertised:   ____Not Required ______                     

Dates:   __________________________                     

Attorney Review :       Yes___  No ____

                                                

_________________________________           

Revised 6/10/04

 

Reviewed by: Dept. Head ___JB___

 

Finance  Dept. _____________JB___                                     

                              

Deputy C.M. ___________________                                                                         

Submitted by:

City Manager ___________________

 

Account No. _________________

 

Project No. ___________________

 

WF No. ______________________

 

Budget  ______________________

 

Available _____________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CITY OF LEESBURG, FLORIDA

 PROPOSED BUDGET CALENDAR

FISCAL YEAR 2010-11

2010 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

February 8,

Monday

City Commission

Adopt budget calendar and goals for the fiscal year 2010-11 budget

 

March 1,

Monday

Department Directors

Submit updated organizational charts and requests for additions and or reclassifications of existing personnel to the Budget Manager

 

March 26,

Friday

City Manager

Distribute civic funding request forms

 

April 2,       

Friday

Finance Department/ City Manager

Distribute forms and instructions for use in preparation of the fiscal year 2010-11 budget requests to all departments and agencies funded by the City

 

April 19,

Monday

 

Department Directors

Deadline for submission to the Budget Manager of departmental goals, objectives, statements and performance measures for fiscal year 2010-11

 

May 3,

Monday

Department Directors

Deadline for submission to the Budget Manager of budget requests for fiscal year 2010-11

 

May 11-28

Tuesday-

Friday

 

City Manager

 

 

Meet with governmental fund departments to discuss fiscal year 2010-11 budget requests, including goals and objectives

 

 

On or before

June 1,

Tuesday

Property Appraiser

Provide an estimate of 2010 total assessed values of nonexempt property for budget planning purposes

Section 200.065(7),

Florida Statutes,

 

June 2-7, Wednesday-Monday

City Manager

 

 

Meet with proprietary fund departments to discuss fiscal year 2010-11 budget requests, including goals and objectives

 

June 29,

Tuesday

Finance Department

Present the draft budget for fiscal year 2010-11 to the City Manager for review and analysis

 

On or before

July 1,

Thursday

 

Property Appraiser

Submit 2010 certified taxable values to the City Commission

Section 193.023(1),

Florida Statutes,

Section 200.065 (1), Florida Statutes

July 6,

Tuesday

City Manager

Present the draft budget for fiscal year 2010-11 to the City Commission for review and analysis

Section 200.065(2)(a)2,

Florida Statutes,

Section 28 (g), Leesburg City Charter

July 19 & 22,    

Monday,

Thursday

City Commission

Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2010-11

 

 

 

 

 

 

 

 

CITY OF LEESBURG, FLORIDA

 PROPOSED BUDGET CALENDAR

FISCAL YEAR 2010-11

2010 DATE

DAY

RESPONSIBLE PARTY

REQUIRED

ACTIVITY

REQUIREMENT

REFERENCE

July 26,

Monday

 

City Commission

Establish the maximum millage rate for fiscal year 2010-11

 

July 27 & 29,

Tuesday, Thursday

City Commission

Conduct budget/capital improvement plan work session regarding the proposed budget/capital improvement plan for fiscal year 2010-11

 

No later than

July 30,

Friday

City Commission

Notify the Property Appraiser of:

1.     The Proposed millage rates for 2010;

2.     The rolled back millage rates for 2010;

3.     The date, time, and place of the public hearings to consider the proposed millage rates and tentative budgets

Section 200.065(2)(b),

Florida Statutes,

August 2 & 5

Monday,

Thursday

City Commission

Conduct budget/capital improvement plan work session regarding proposed budget/capital improvement plan for fiscal year 2010-11

 

No later than August 20,

Friday

Property Appraiser

Mail notices of proposed property taxes for 2010 to each taxpayer listed on the current year assessment roll

Section 200.065(2)(b),

Florida Statutes,

Section 200.069, Florida Statutes

September 9,

Thursday

City Commission

Conduct public hearings to consider adoption of the tentative budgets and proposed millage rate for fiscal year 2010-11.  All hearings must begin after 5:00 P.M

Section 166.241(3),

Florida Statutes,

Section 200.065(2)(c)-(e), Florida Statutes

September 13,

Monday

CRA Board

Establish budget for Community Redevelopment Agencies

September 23,

Thursday

Finance Director

Advertise public hearings to consider final adoption of the budgets, increases in property taxes and operating expenditures (if applicable), and adoption of millage rate for fiscal year 2010-11

Section 200.065(2)(d),

Florida Statutes,

Sections 200.065(3),(a),(b), and (h)‑(l), Florida Statutes

September 27,

Monday

City Commission

Conduct public hearings to consider final adoption of the budgets/capital improvement plan and millage rate for fiscal year 2010-11.  All hearings must begin after 5:00 P.M

Section 166.241(3), Florida Statutes,

Section 200.065(2)(d), (e),Florida Statutes

October 25,

Monday

Finance Director

Begin distribution of final budget documents